Core/Ancillary System Selection Consulting for Financial Institutions

Enhance your IT performance and investment with a thorough assessment of vendor services.

CliftonLarsonAllen’s (CLA) consultants are experienced financial industry executive leaders who are knowledgeable in core/ancillary system conversion and IT risk audits.

What’s on your mind?

Optimizing and delivering a consistent experience

Planning merger or acquisition activities

Improving operational efficiency and streamlining internal workflows

Growing or changing the deposit-loan mix

Securing favorable contractual terms and conditions, and service level agreements

Ensuring price points are competitive

Managing security and risk

Securing a strategically aligned partnership

A unique approach

Vendor relationships are a key component of your business strategy. How each vendor is selected and managed can directly impact your financial institution’s ability to meet business objectives.

Through assessment and selection of core/ancillary systems, you can reduce costs and set performance expectations. A well-selected vendor, and management of the ongoing relationship, can result in internal efficiencies as well as increased satisfaction for those you serve.

Replacing core systems can be complex. Our system selection includes evaluation and a full range of advisory services that are directly aligned with industry standards and best practices, and can be scaled to fit the needs of your financial institution.

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